The Fees tab under Advanced Options on the Catalog are applied to every purchase made in your catalog. You can use them to apply a percentage fee to charge tax or apply a fixed “convenience” fee to every order.  Fees can also be applied to items.


Common examples of fees include:

  • A Tax Rate fee applied to collect sales tax.
  • A fixed “convenience” fee on an event ticket.
  • A Shipping Fee on a merchandise item.


Note: if you want to ask donors / buyers to cover credit card processing fees, do not do that using item fees.


FIXED FEE

  • NAME: Name the fee so you will be able to identify it later and use it again, where applicable.
  • FEE: Dollar amount of the fee. (i.e. 2.00 or 0.50)
  • PER ITEM?: If this box is checked, the fee will be applied once regardless of how many instances of the item are added to the cart. To charge the fee for EACH item, be sure to leave this box unchecked.


PERCENTAGE FEE

  • NAME: Name the fee so you will be able to identify it later and use it again, where applicable.
  • PERCENTAGE RATE: Percentage of the item value to be added as a fee.
  • MINIMUM FEE: If the fee should not be less than a certain amount, enter the minimum fee here.
  • MAXIMUM FEE: If the fee should not exceed a certain amount, enter the maximum fee here.


SHIPPING FEE

  • NAME: Name the fee so you will be able to identify it later and use it again, where applicable.
  • FEE: Dollar amount of the fee. (i.e. 2.00 or 0.50)
  • PER ITEM?: If this box is checked, the fee will be applied once regardless of how many instances of the item are added to the cart. To charge the fee for EACH item, be sure to leave this box unchecked.


TAX RATE FEE

  • NAME: Name the fee so you will be able to identify it later and use it again, where applicable.
  • PERCENTAGE RATE: Percentage of the item value to be added as tax.


You also have a control here that allows you to define how to handle transaction fees associated with credit card / ACH payment. The following options are available:

  • Do not offer or charge fee – Your organization absorbs all processing fees and does not ask donors to cover them.
  • Prompt to add fee to total – At checkout, ask users to cover the transaction fees for you. (Typically, over 85% choose to do this, which can save your organization a great deal of money).
  • Automatically add fee to total – Automatically apply the processing fee to every order. Users do not have the option to decline to pay the fee.

Fees are broken out in detail in the confirmation page and receipt send to constituents, on the transaction record in the database, and in detailed reports.